Test Manager Connect
Test Manager Connect offered by Planview® allows seamless integration between Test Manager and a multitude of Application Lifecycle Management (ALM) tools, through the Planview® Hub. Here are some benefits of using Test Manager Connect in Planview® Hub:
- Synchronize testing artifacts between Test Manager and your desired ALM tool.
- Updates made in Test Manager reflect in the tool you synchronized with.
- Keep traceability of tests and requirements across various systems. For more information, visit the Test Manager Connect guide from the Planview Hub documentation.
note
(Note for Public Sector only) Test Manager is designed to meet the requirements of the Public Sector. If you opt to integrate an instance of Planview Hub, make sure that this ALM environment aligns with the necessary security and Public Sector compliance standards.
Licensing
Test Manager Connect licenses, provided by Planview, come bundled with your platform plan.
Feature availability depends on the cloud platform you use. For details, refer to the Test Manager feature availability page.
For more information on Unified Pricing licensing, refer to Unified Pricing: Licensing Test Manager.
For more information on Flex licensing, refer to Flex: Licensing Test Manager.
To use the cloud version of UiPath Test Manager Connect you need to request a cloud instance from the UiPath® sales team.
Integrated ALM tools and Synchronization matrix
This table provides an overview of the most common integrations between Test Manager and various ALM tools through Planview Hub. Each integration has its corresponding synchronization matrix, outlining the specific synchronization capabilities for each type of testing object.
The following synchronization matrix merely provides an overview. The final scope of an integration is documented in detail within the Planview documentation. Visit the UiPath Customer Portal from the Planview website, and navigate to the Product Documentation section for more information.
Defect creation in Test Manager is intentionally designed to be unidirectional. However, for existing artifacts, there is limited support available for bi-directional synchronization.
Legend
- <-> - The synchronization is bidirectional.
- -> - The synchronization is outbound, from Test Manager to the ALM tool.
- Synchronization not supported.
| Integration | Requirements | Defects | Test Cases | Test steps (manual) | Test Sets | Test Results | Assertions | Documentation |
|---|---|---|---|---|---|---|---|---|
| Microsoft Azure DevOps | <-> | -> | <-> |  |
<-> | -> | |
Microsoft Azure DevOps documentation |
| Broadcom Rally | <-> | -> | <-> | |
|
|
|
Broadcom Rally documentation |
| Atlassian Jira Cloud | <-> | -> | |
|
|
|
|
Atlassian Jira Cloud documentation |
| Atlassian Jira Data Center | <-> | -> | |
|
|
|
|
Atlassian Jira Data Center documentation |
| MicroFocus ALM | <-> | -> | <-> | |
<-> | -> | |
Microfocus ALM documentation |
| MicroFocus ALM Octane | <-> | -> | <-> | |
<-> | -> | |
MicroFocus ALM Octane documentation |
| Mozilla Bugzilla | |
-> | |
|
|
|
|
Mozilla Bugzilla documentation |
| Polarion ALM | <-> | -> | <-> | |
|
|
|
Polarion ALM documentation |
| ServiceNow | <-> | <-> | NA | |
NA | NA | |
Considering the versatile nature of ServiceNow, a wide range of artifacts can be synchronized. For specific scenarios, please consult the documentation for further clarification. |
| SmartBear QA Complete | <-> | -> | <-> | |
|
|
|
SmartBear QA Complete documentation |
| TestRail | |
|
<-> | |
<-> | |
|
TestRail documentation |
| Tricentis qTest | <-> | -> | <-> | <-> | <-> | -> | |
Tricentis qTest documentation |
| Tricentis Tosca | <-> | |
<-> | |
<-> | -> | |
Tricentis Tosca documentation |
| Xray for Jira 1 | |
|
<-> | <-> | <-> | -> | -> | Xray for Jira documentation |
| Zephyr Scale (TM4J) | |
|
|
|
|
|
|
NA |
| Zephyr Essential (Squad) Note: Available only through the Atlassian Jira connector. |
|
|
<-> | <-> | <-> | -> | -> | Zephyr Squad connector documentation |
1 - The XRay for Jira integration comes with certain limitations. These limitations are detailed in the Planview documentation. Visit the UiPath Customer Portal from the Planview website, and navigate to the Product Documentation section for more information.
Installers
If you want to use the on-premises version of Test Manager Connect alongside cloud Test Manager, you can use the download links below.
Visit Customer Portal to download the Test Manager Connect installer.
Prerequisites
Before using UiPath® Test Manager Connect in Planview Hub, you need to make the following configuration settings:
- Create a new user account within your external tool, that should be used only for the integration with Tasktop Hub. Offer the needed permissions to artifacts inside your repository, such as Create, Read, Update, Delete (CRUD) permissions, or other permissions.
- Add an external application inside your UiPath® Admin portal. The generated Client ID and Client Secret are used for connecting your Test Manager instance to Planview Hub.
- Enable the following Application scopes in Test Manager, according to your use case:
| Scope | Description |
|---|---|
| TM.Projects.Read | Projects read access |
| TM.Requirements | Requirements read and write access |
| TM.ObjectLabels | ObjectLabels read and write access |
| TM.Attachments | Attachments read and write access |
| TM.Users.Read | Users read access in Test Manager |
| TM.TestCases | TestCases read and write access |
| TM.TestExecutions | TestExecutions read and write access |
| TM.CustomFieldDefinitions.Read | CustomFieldDefinitions read access |
| TM.CustomFieldValues | CustomFieldValues read and write access |
| TM.TestSets | TestSets read and write access |
| TM.Defects | Defects read and write access |
Follow the steps under the Connector Setup Details section.
Robot logs
You can download robot logs as a file using APIs, which you can then sync as an attachment to a work item in your ALM tool.
Additional resources
Learn how to integrate your Test Manager with your desired ALM tools, by checking out the following resources from the Planview Hub documentation: